This 12 Month Income and Expenditure Excel Sheet will help you to track your income and costs and create a budget for yourself.
In May 2024 I hosted a Money Chat Live Panel Event, the subject matter was all about planning for your financial future. The expert panel members gave some additional information which is in this help sheet. Included in the help sheet is: - Questionnaires to explore your financial clarity, ask if you are tax savvy, and if you are ready for retirement. - The Do's and Don'ts of Trading. - The Order of Financial Priorities. - 10 year-end tax planning tips for individuals. The information contained in the help sheet is accurate as of May 2024. There is a live recording of the panel event on my Youtube Channel.
A lot of people don’t realise they have a relationship with money; download my ‘Test Your Relationship with Money Quiz’ (Word doc), and see if you need to Make Peace With Money.